BCA
Bray Capital Advisors Portfolio holdings
AUM
$370M
This Quarter Return
+9.07%
1 Year Return
+24.92%
3 Year Return
+36.51%
5 Year Return
+105.88%
10 Year Return
+218.74%
AUM
$284M
AUM Growth
+$284M
(+9.3%)
Cap. Flow
+$9.46M
Cap. Flow
% of AUM
3.33%
Top 10 Holdings %
Top 10 Hldgs %
34.63%
Holding
267
New
6
Increased
57
Reduced
44
Closed
7
Top Buys
| 1 |
Apple
AAPL
|
$5.74M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$3.52M |
| 3 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$914K |
| 4 |
Vertex Pharmaceuticals
VRTX
|
$687K |
| 5 |
Sensata Technologies
ST
|
$670K |
Top Sells
| 1 |
ProShares Ultra S&P500
SSO
|
$3.13M |
| 2 |
Baxter International
BAX
|
$556K |
| 3 |
iShares US Energy ETF
IYE
|
$530K |
| 4 |
Amazon
AMZN
|
$438K |
| 5 |
PayPal
PYPL
|
$391K |
Sector Composition
| 1 | Technology | 15.24% |
| 2 | Financials | 9.03% |
| 3 | Healthcare | 8.67% |
| 4 | Consumer Discretionary | 8.13% |
| 5 | Communication Services | 5.81% |
